The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLERGAN PLC SHS G0177J108 44 232 SH   SOLE   232 0 0
ARCO PLATFORM LTD COM CL A G04553106 1,500 33,930 SH   SOLE   33,930 0 0
ATLASSIAN CORP PLC CL A G06242104 763 6,340 SH   SOLE   6,340 0 0
CARDTRONICS PLC SHS CL A G1991C105 1,687 37,785 SH   SOLE   37,785 0 0
CREDICORP LTD COM G2519Y108 578 2,710 SH   SOLE   2,710 0 0
HELEN OF TROY CORP LTD COM G4388N106 11,599 64,515 SH   SOLE   64,515 0 0
ICON PLC SHS G4705A100 701 4,070 SH   SOLE   4,070 0 0
INGERSOLL-RAND PLC SHS G47791101 23,948 180,170 SH   SOLE   180,170 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3,697 139,185 SH   SOLE   139,185 0 0
MEDTRONIC PLC SHS G5960L103 54 480 SH   SOLE   480 0 0
NOVOCURE LTD ORD SHS G6674U108 6,851 81,299 SH   SOLE   81,299 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 837 24,510 SH   SOLE   24,510 0 0
QUOTIENT LTD SHS G73268107 1,684 177,090 SH   SOLE   177,090 0 0
PENTAIR PLC SHS G7S00T104 2,069 45,115 SH   SOLE   45,115 0 0
STERIS PLC SHS USD G8473T100 965 6,330 SH   SOLE   6,330 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 6,450 268,080 SH   SOLE   268,080 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 32,432 109,590 SH   SOLE   109,590 0 0
ELASTIC N V ORD SHS N14506104 842 13,090 SH   SOLE   13,090 0 0
FERRARI N V COM N3167Y103 631 3,810 SH   SOLE   3,810 0 0
INTERXION HOLDING N.V SHS N47279109 9,105 108,633 SH   SOLE   108,633 0 0
AARONS INC COM PAR $0.50 002535300 10,683 187,053 SH   SOLE   187,053 0 0
ABIOMED INC COM 003654100 9,019 52,868 SH   SOLE   52,868 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 9,231 215,770 SH   SOLE   215,770 0 0
ADDUS HOMECARE CORP COM 006739106 8,928 91,835 SH   SOLE   91,835 0 0
ADOBE INC COM 00724F101 31,441 95,330 SH   SOLE   95,330 0 0
AECOM COM 00766T100 7,747 179,616 SH   SOLE   179,616 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 5,758 148,251 SH   SOLE   148,251 0 0
ADVANCED MICRO DEVICES INC COM 007903107 22,059 481,010 SH   SOLE   481,010 0 0
AGNICO EAGLE MINES LTD COM 008474108 2,310 37,500 SH   SOLE   37,500 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 6,358 271,000 SH   SOLE   271,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 31,585 148,915 SH   SOLE   148,915 0 0
ALPHABET INC CAP STK CL A 02079K305 67 50 SH   SOLE   50 2 0
ALPHABET INC CAP STK CL C 02079K107 46,836 35,030 SH   SOLE   35,030 0 0
AMAZON COM INC COM 023135106 44,764 24,225 SH   SOLE   24,225 0 0
AMEDISYS INC COM 023436108 10,086 60,425 SH   SOLE   60,425 0 0
AMERICAN EXPRESS CO COM 025816109 333 2,675 SH   SOLE   2,675 0 0
ANSYS INC COM 03662Q105 2,129 8,270 SH   SOLE   8,270 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 171 3,585 SH   SOLE   3,585 0 0
APPLE INC COM 037833100 69,751 237,530 SH   SOLE   237,530 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 598 4,295 SH   SOLE   4,295 0 0
AVERY DENNISON CORP COM 053611109 1,510 11,545 SH   SOLE   11,545 0 0
BP PLC SPONSORED ADR 055622104 3,678 97,445 SH   SOLE   97,445 0 0
BANK AMER CORP COM 060505104 9,471 268,900 SH   SOLE   268,900 0 0
BARRICK GOLD CORPORATION COM 067901108 5,137 276,340 SH   SOLE   276,340 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,203 21,980 SH   SOLE   21,980 0 0
BJS RESTAURANTS INC COM 09180C106 4,364 114,970 SH   SOLE   114,970 0 0
BOEING CO COM 097023105 6,532 20,051 SH   SOLE   20,051 0 0
BORGWARNER INC COM 099724106 449 10,340 SH   SOLE   10,340 0 0
BOSTON SCIENTIFIC CORP COM 101137107 30,441 673,180 SH   SOLE   673,180 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 512 3,410 SH   SOLE   3,410 0 0
BRINKS CO COM 109696104 9,349 103,099 SH   SOLE   103,099 0 0
BROADCOM INC COM 11135F101 28,303 89,560 SH   SOLE   89,560 0 0
BROOKS AUTOMATION INC COM 114340102 9,548 227,539 SH   SOLE   227,539 0 0
BROWN & BROWN INC COM 115236101 2,083 52,750 SH   SOLE   52,750 0 0
BRUKER CORP COM 116794108 290 5,690 SH   SOLE   5,690 0 0
BRUNSWICK CORP COM 117043109 7,003 116,750 SH   SOLE   116,750 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 5,920 232,987 SH   SOLE   232,987 0 0
BURLINGTON STORES INC COM 122017106 34,978 153,390 SH   SOLE   153,390 0 0
CDW CORP COM 12514G108 23,029 161,219 SH   SOLE   161,219 0 0
CME GROUP INC COM 12572Q105 12,288 61,220 SH   SOLE   61,220 0 0
CNOOC LTD SPONSORED ADR 126132109 950 5,700 SH   SOLE   5,700 0 0
CSX CORP COM 126408103 23,156 320,010 SH   SOLE   320,010 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 848 51,538 SH   SOLE   51,538 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 5,707 39,545 SH   SOLE   39,545 0 0
CABOT OIL & GAS CORP COM 127097103 994 57,075 SH   SOLE   57,075 0 0
CACI INTL INC CL A 127190304 7,734 30,937 SH   SOLE   30,937 0 0
CALLAWAY GOLF CO COM 131193104 9,772 460,951 SH   SOLE   460,951 0 0
CARLISLE COS INC COM 142339100 3,191 19,715 SH   SOLE   19,715 0 0
CARMAX INC COM 143130102 2,465 28,115 SH   SOLE   28,115 0 0
CATALENT INC COM 148806102 10,421 185,099 SH   SOLE   185,099 0 0
CENTENE CORP DEL COM 15135B101 421 6,700 SH   SOLE   6,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,528 74,146 SH   SOLE   74,146 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 3,000 75,356 SH   SOLE   75,356 0 0
CHEVRON CORP NEW COM 166764100 11,417 94,740 SH   SOLE   94,740 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 864 14,365 SH   SOLE   14,365 0 0
CHURCH & DWIGHT INC COM 171340102 501 7,120 SH   SOLE   7,120 0 0
CINTAS CORP COM 172908105 199 740 SH   SOLE   740 0 0
CITIGROUP INC COM NEW 172967424 640 8,010 SH   SOLE   8,010 0 0
CLEAN HARBORS INC COM 184496107 13,327 155,419 SH   SOLE   155,419 0 0
CLOUDERA INC COM 18914U100 7,487 643,740 SH   SOLE   643,740 0 0
COCA COLA CO COM 191216100 377 6,820 SH   SOLE   6,820 0 0
COGNEX CORP COM 192422103 1,987 35,460 SH   SOLE   35,460 0 0
COHERENT INC COM 192479103 3,018 18,145 SH   SOLE   18,145 0 0
COLFAX CORP COM 194014106 10,746 295,395 SH   SOLE   295,395 0 0
COMPASS MINERALS INTL INC COM 20451N101 3,468 56,890 SH   SOLE   56,890 0 0
CONCHO RES INC COM 20605P101 12 140 SH   SOLE   140 0 0
CONMED CORP COM 207410101 10,591 94,702 SH   SOLE   94,702 0 0
CONOCOPHILLIPS COM 20825C104 7,890 121,330 SH   SOLE   121,330 0 0
COSTCO WHSL CORP NEW COM 22160K105 14,473 49,240 SH   SOLE   49,240 0 0
COUPA SOFTWARE INC COM 22266L106 266 1,820 SH   SOLE   1,820 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,692 54,909 SH   SOLE   54,909 0 0
CROCS INC COM 227046109 8,175 195,145 SH   SOLE   195,145 0 0
CROWN HOLDINGS INC COM 228368106 7,265 100,154 SH   SOLE   100,154 0 0
CUMMINS INC COM 231021106 54 300 SH   SOLE   300 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 1,224 49,965 SH   SOLE   49,965 0 0
D R HORTON INC COM 23331A109 562 10,650 SH   SOLE   10,650 0 0
DEXCOM INC COM 252131107 8,194 37,460 SH   SOLE   37,460 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,251 45,775 SH   SOLE   45,775 0 0
DICKS SPORTING GOODS INC COM 253393102 418 8,440 SH   SOLE   8,440 0 0
DIODES INC COM 254543101 4,886 86,675 SH   SOLE   86,675 0 0
DISNEY WALT CO COM DISNEY 254687106 23,980 165,800 SH   SOLE   165,800 0 0
DOLLAR GEN CORP NEW COM 256677105 631 4,045 SH   SOLE   4,045 0 0
DOVER CORP COM 260003108 568 4,930 SH   SOLE   4,930 0 0
E L F BEAUTY INC COM 26856L103 4,537 281,279 SH   SOLE   281,279 0 0
EOG RES INC COM 26875P101 5,291 63,165 SH   SOLE   63,165 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 355 11,880 SH   SOLE   11,880 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 336 1,440 SH   SOLE   1,440 0 0
ELDORADO RESORTS INC COM 28470R102 9,524 159,695 SH   SOLE   159,695 0 0
ENBRIDGE INC COM 29250N105 5,388 135,475 SH   SOLE   135,475 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 4,441 346,148 SH   SOLE   346,148 0 0
ENERSYS COM 29275Y102 6,918 92,455 SH   SOLE   92,455 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 900 146,880 SH   SOLE   146,880 0 0
ENTEGRIS INC COM 29362U104 8,897 177,623 SH   SOLE   177,623 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 10,831 384,626 SH   SOLE   384,626 0 0
EPAM SYS INC COM 29414B104 24,146 113,810 SH   SOLE   113,810 0 0
EVERI HLDGS INC COM 30034T103 5,803 432,090 SH   SOLE   432,090 0 0
EXXON MOBIL CORP COM 30231G102 5,605 80,330 SH   SOLE   80,330 0 0
FACEBOOK INC CL A 30303M102 40,208 195,900 SH   SOLE   195,900 0 0
FASTENAL CO COM 311900104 128 3,460 SH   SOLE   3,460 0 0
FEDERAL SIGNAL CORP COM 313855108 6,761 209,652 SH   SOLE   209,652 0 0
FEDEX CORP COM 31428X106 151 1,000 SH   SOLE   1,000 0 0
F5 NETWORKS INC COM 315616102 20 140 SH   SOLE   140 0 0
FISERV INC COM 337738108 1,029 8,900 SH   SOLE   8,900 0 0
FLEXION THERAPEUTICS INC COM 33938J106 3,399 164,185 SH   SOLE   164,185 0 0
FULLER H B CO COM 359694106 3,082 59,760 SH   SOLE   59,760 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,592 30,860 SH   SOLE   30,860 0 0
GALAPAGOS NV SPON ADR 36315X101 637 3,080 SH   SOLE   3,080 0 0
GALLAGHER ARTHUR J & CO COM 363576109 286 3,000 SH   SOLE   3,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 3,825 104,285 SH   SOLE   104,285 0 0
GENERAC HLDGS INC COM 368736104 3,415 33,950 SH   SOLE   33,950 0 0
GENTEX CORP COM 371901109 250 8,620 SH   SOLE   8,620 0 0
GIBRALTAR INDS INC COM 374689107 4,285 84,955 SH   SOLE   84,955 0 0
GILEAD SCIENCES INC COM 375558103 575 8,850 SH   SOLE   8,850 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 2,176 27,380 SH   SOLE   27,380 0 0
GLOBAL PMTS INC COM 37940X102 904 4,950 SH   SOLE   4,950 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,542 37,150 SH   SOLE   37,150 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 7,296 438,199 SH   SOLE   438,199 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 771 12,160 SH   SOLE   12,160 0 0
HAEMONETICS CORP COM 405024100 9,455 82,292 SH   SOLE   82,292 0 0
HALLIBURTON CO COM 406216101 17 690 SH   SOLE   690 0 0
HARLEY DAVIDSON INC COM 412822108 16 430 SH   SOLE   430 0 0
HEARTLAND EXPRESS INC COM 422347104 3,818 181,391 SH   SOLE   181,391 0 0
HERC HLDGS INC COM 42704L104 6,087 124,382 SH   SOLE   124,382 0 0
HESS CORP COM 42809H107 5,007 74,950 SH   SOLE   74,950 0 0
HESS MIDSTREAM LP CL A SHS 428103105 1,499 66,090 SH   SOLE   66,090 0 0
HOME DEPOT INC COM 437076102 502 2,300 SH   SOLE   2,300 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 593 14,790 SH   SOLE   14,790 0 0
HUNT J B TRANS SVCS INC COM 445658107 661 5,660 SH   SOLE   5,660 0 0
HUNTSMAN CORP COM 447011107 6,223 257,561 SH   SOLE   257,561 0 0
HURON CONSULTING GROUP INC COM 447462102 3,778 54,974 SH   SOLE   54,974 0 0
IAC INTERACTIVECORP COM 44919P508 321 1,290 SH   SOLE   1,290 0 0
ITT INC COM 45073V108 12,172 164,684 SH   SOLE   164,684 0 0
ILLINOIS TOOL WKS INC COM 452308109 138 770 SH   SOLE   770 0 0
ILLUMINA INC COM 452327109 18,753 56,530 SH   SOLE   56,530 0 0
INCYTE CORP COM 45337C102 561 6,420 SH   SOLE   6,420 0 0
INSPIRE MED SYS INC COM 457730109 9,714 130,898 SH   SOLE   130,898 0 0
INSULET CORP COM 45784P101 10,569 61,736 SH   SOLE   61,736 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 5,311 91,135 SH   SOLE   91,135 0 0
INTEL CORP COM 458140100 132 2,200 SH   SOLE   2,200 0 0
INTUIT COM 461202103 31,508 120,290 SH   SOLE   120,290 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 355 600 SH   SOLE   600 0 0
IQVIA HLDGS INC COM 46266C105 7,858 50,856 SH   SOLE   50,856 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 14,937 176,500 SH   SOLE   176,500 0 0
ISHARES TR MSCI EAFE ETF 464287465 9,722 140,000 SH   SOLE   140,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 3,891 86,725 SH   SOLE   86,725 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 107 500 SH   SOLE   500 0 0
ISHARES TR RUS MD CP GR ETF 464287481 687 4,500 SH   SOLE   4,500 0 0
ISHARES TR 20 YR TR BD ETF 464287432 57,116 421,580 SH   SOLE   421,580 0 0
ITRON INC COM 465741106 11,263 134,163 SH   SOLE   134,163 0 0
JPMORGAN CHASE & CO COM 46625H100 11,954 85,750 SH   SOLE   85,750 0 0
JABIL INC COM 466313103 7,585 183,515 SH   SOLE   183,515 0 0
JACOBS ENGR GROUP INC COM 469814107 2,325 25,885 SH   SOLE   25,885 0 0
JELD-WEN HLDG INC COM 47580P103 3,938 168,215 SH   SOLE   168,215 0 0
KBR INC COM 48242W106 9,787 320,870 SH   SOLE   320,870 0 0
KLA CORPORATION COM NEW 482480100 869 4,880 SH   SOLE   4,880 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 20,271 132,350 SH   SOLE   132,350 0 0
KB HOME COM 48666K109 2,044 59,645 SH   SOLE   59,645 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 665 6,480 SH   SOLE   6,480 0 0
KINDER MORGAN INC DEL COM 49456B101 6,803 321,360 SH   SOLE   321,360 0 0
KIRBY CORP COM 497266106 3,604 40,255 SH   SOLE   40,255 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 24,580 685,834 SH   SOLE   685,834 0 0
KNOWLES CORP COM 49926D109 2,333 110,305 SH   SOLE   110,305 0 0
LKQ CORP COM 501889208 3,157 88,430 SH   SOLE   88,430 0 0
LPL FINL HLDGS INC COM 50212V100 2,310 25,045 SH   SOLE   25,045 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 496 2,505 SH   SOLE   2,505 0 0
LAM RESEARCH CORP COM 512807108 596 2,040 SH   SOLE   2,040 0 0
LINCOLN ELEC HLDGS INC COM 533900106 648 6,700 SH   SOLE   6,700 0 0
LITHIA MTRS INC CL A 536797103 12,329 83,868 SH   SOLE   83,868 0 0
LITTELFUSE INC COM 537008104 3,563 18,625 SH   SOLE   18,625 0 0
LIVEPERSON INC COM 538146101 8,709 235,374 SH   SOLE   235,374 0 0
LOUISIANA PAC CORP COM 546347105 9,044 304,830 SH   SOLE   304,830 0 0
LULULEMON ATHLETICA INC COM 550021109 27,319 117,920 SH   SOLE   117,920 0 0
MKS INSTRUMENT INC COM 55306N104 8,841 80,361 SH   SOLE   80,361 0 0
MPLX LP COM UNIT REP LTD 55336V100 8,937 351,039 SH   SOLE   351,039 0 0
MSCI INC COM 55354G100 626 2,425 SH   SOLE   2,425 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 5,119 192,457 SH   SOLE   192,457 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 7,560 120,249 SH   SOLE   120,249 0 0
MANHATTAN ASSOCS INC COM 562750109 6,650 83,380 SH   SOLE   83,380 0 0
MARATHON OIL CORP COM 565849106 1,317 96,984 SH   SOLE   96,984 0 0
MARATHON PETE CORP COM 56585A102 6,476 107,490 SH   SOLE   107,490 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,438 8,720 SH   SOLE   8,720 0 0
MASCO CORP COM 574599106 800 16,670 SH   SOLE   16,670 0 0
MASIMO CORP COM 574795100 10,899 68,957 SH   SOLE   68,957 0 0
MATCH GROUP INC COM 57665R106 23,675 288,330 SH   SOLE   288,330 0 0
MERCK & CO INC COM 58933Y105 21,331 234,540 SH   SOLE   234,540 0 0
MESA LABS INC COM 59064R109 6,814 27,321 SH   SOLE   27,321 0 0
MICROSOFT CORP COM 594918104 70,725 448,480 SH   SOLE   448,480 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 38 360 SH   SOLE   360 0 0
MODEL N INC COM 607525102 4,552 129,797 SH   SOLE   129,797 0 0
MONGODB INC CL A 60937P106 11,869 90,184 SH   SOLE   90,184 0 0
MOOG INC CL A 615394202 73 860 SH   SOLE   860 0 0
MORGAN STANLEY COM NEW 617446448 3,445 67,400 SH   SOLE   67,400 0 0
MURPHY OIL CORP COM 626717102 8 290 SH   SOLE   290 0 0
MURPHY USA INC COM 626755102 8 70 SH   SOLE   70 0 0
MYRIAD GENETICS INC COM 62855J104 7 240 SH   SOLE   240 0 0
MYOKARDIA INC COM 62857M105 8,448 115,911 SH   SOLE   115,911 0 0
NEOGENOMICS INC COM NEW 64049M209 10,724 366,626 SH   SOLE   366,626 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 10,101 93,967 SH   SOLE   93,967 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 740 6,100 SH   SOLE   6,100 0 0
NICE LTD SPONSORED ADR 653656108 3,606 23,240 SH   SOLE   23,240 0 0
NIKE INC CL B 654106103 44,742 441,630 SH   SOLE   441,630 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 427 16,091 SH   SOLE   16,091 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 10,165 570,110 SH   SOLE   570,110 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 1,535 59,370 SH   SOLE   59,370 0 0
NUTANIX INC CL A 67059N108 7,277 232,781 SH   SOLE   232,781 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 662 1,510 SH   SOLE   1,510 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 2,005 30,700 SH   SOLE   30,700 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,318 95,060 SH   SOLE   95,060 0 0
ONEMAIN HLDGS INC COM 68268W103 10,098 239,572 SH   SOLE   239,572 0 0
ONEOK INC NEW COM 682680103 1,747 23,085 SH   SOLE   23,085 0 0
PBF ENERGY INC CL A 69318G106 994 31,680 SH   SOLE   31,680 0 0
PRA GROUP INC COM 69354N106 42 1,150 SH   SOLE   1,150 0 0
PACCAR INC COM 693718108 305 3,850 SH   SOLE   3,850 0 0
PAPA JOHNS INTL INC COM 698813102 6,348 100,515 SH   SOLE   100,515 0 0
PARSLEY ENERGY INC CL A 701877102 9,355 494,700 SH   SOLE   494,700 0 0
PAYCHEX INC COM 704326107 31 360 SH   SOLE   360 0 0
PAYCOM SOFTWARE INC COM 70432V102 357 1,350 SH   SOLE   1,350 0 0
PAYPAL HLDGS INC COM 70450Y103 28,571 264,130 SH   SOLE   264,130 0 0
PEGASYSTEMS INC COM 705573103 2,072 26,010 SH   SOLE   26,010 0 0
PEMBINA PIPELINE CORP COM 706327103 1,290 34,810 SH   SOLE   34,810 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 12,182 236,627 SH   SOLE   236,627 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,170 23,245 SH   SOLE   23,245 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 3,206 201,110 SH   SOLE   201,110 0 0
PFIZER INC COM 717081103 255 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 COM 718546104 4,001 35,915 SH   SOLE   35,915 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 5,216 84,614 SH   SOLE   84,614 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 7,105 111,015 SH   SOLE   111,015 0 0
PIONEER NAT RES CO COM 723787107 3,578 23,635 SH   SOLE   23,635 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 10,246 557,164 SH   SOLE   557,164 0 0
POLARIS INC COM 731068102 3,082 30,300 SH   SOLE   30,300 0 0
POLYONE CORP COM 73179P106 9,542 259,361 SH   SOLE   259,361 0 0
PROCTER & GAMBLE CO COM 742718109 475 3,800 SH   SOLE   3,800 0 0
PROOFPOINT INC COM 743424103 487 4,240 SH   SOLE   4,240 0 0
PURE STORAGE INC CL A 74624M102 4,633 270,795 SH   SOLE   270,795 0 0
QUALCOMM INC COM 747525103 18,121 205,380 SH   SOLE   205,380 0 0
QUANTA SVCS INC COM 74762E102 4,621 113,510 SH   SOLE   113,510 0 0
R1 RCM INC COM 749397105 6,271 483,159 SH   SOLE   483,159 0 0
RPM INTL INC COM 749685103 3,226 42,030 SH   SOLE   42,030 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 1,446 81,290 SH   SOLE   81,290 0 0
REPLIGEN CORP COM 759916109 10,807 116,831 SH   SOLE   116,831 0 0
REPUBLIC SVCS INC COM 760759100 412 4,600 SH   SOLE   4,600 0 0
RINGCENTRAL INC CL A 76680R206 4,979 29,517 SH   SOLE   29,517 0 0
ROKU INC COM CL A 77543R102 2,195 16,390 SH   SOLE   16,390 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1,562 26,480 SH   SOLE   26,480 0 0
S&P GLOBAL INC COM 78409V104 12,402 45,420 SH   SOLE   45,420 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 569 2,360 SH   SOLE   2,360 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 19,690 137,790 SH   SOLE   137,790 0 0
SPX CORP COM 784635104 3,613 71,020 SH   SOLE   71,020 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 6,983 294,650 SH   SOLE   294,650 0 0
SVB FINL GROUP COM 78486Q101 595 2,370 SH   SOLE   2,370 0 0
SAIA INC COM 78709Y105 9,610 103,204 SH   SOLE   103,204 0 0
SALESFORCE COM INC COM 79466L302 7,938 48,810 SH   SOLE   48,810 0 0
SANDERSON FARMS INC COM 800013104 10,521 59,702 SH   SOLE   59,702 0 0
SCHLUMBERGER LTD COM 806857108 4,903 121,975 SH   SOLE   121,975 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 445 9,360 SH   SOLE   9,360 0 0
SCIENTIFIC GAMES CORP COM 80874P109 5,445 203,340 SH   SOLE   203,340 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 510 4,800 SH   SOLE   4,800 0 0
SEA LTD SPONSORED ADS 81141R100 803 19,970 SH   SOLE   19,970 0 0
SEALED AIR CORP NEW COM 81211K100 29 720 SH   SOLE   720 0 0
SEATTLE GENETICS INC COM 812578102 3,064 26,820 SH   SOLE   26,820 0 0
SERVICENOW INC COM 81762P102 22,680 80,335 SH   SOLE   80,335 0 0
SILICON LABORATORIES INC COM 826919102 7,176 61,873 SH   SOLE   61,873 0 0
SIMPLY GOOD FOODS CO COM 82900L102 6,444 225,786 SH   SOLE   225,786 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 9,433 297,563 SH   SOLE   297,563 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,726 14,275 SH   SOLE   14,275 0 0
SOUTHWEST AIRLS CO COM 844741108 84 1,560 SH   SOLE   1,560 0 0
SPARTAN MTRS INC COM 846819100 4,870 269,383 SH   SOLE   269,383 0 0
SPLUNK INC COM 848637104 18,269 121,980 SH   SOLE   121,980 0 0
STARBUCKS CORP COM 855244109 433 4,920 SH   SOLE   4,920 0 0
STERICYCLE INC COM 858912108 49 770 SH   SOLE   770 0 0
STIFEL FINL CORP COM 860630102 3,939 64,940 SH   SOLE   64,940 0 0
STRYKER CORP COM 863667101 71 340 SH   SOLE   340 0 0
SUNCOR ENERGY INC NEW COM 867224107 4,218 128,595 SH   SOLE   128,595 0 0
SYNOVUS FINL CORP COM NEW 87161C501 10,072 256,929 SH   SOLE   256,929 0 0
SYNNEX CORP COM 87162W100 2,930 22,745 SH   SOLE   22,745 0 0
TJX COS INC NEW COM 872540109 835 13,680 SH   SOLE   13,680 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,308 22,510 SH   SOLE   22,510 0 0
TARGA RES CORP COM 87612G101 665 16,275 SH   SOLE   16,275 0 0
TELADOC HEALTH INC COM 87918A105 10,918 130,412 SH   SOLE   130,412 0 0
TERADYNE INC COM 880770102 2,883 42,285 SH   SOLE   42,285 0 0
TESLA INC COM 88160R101 25,031 59,835 SH   SOLE   59,835 0 0
TEXAS INSTRS INC COM 882508104 45,049 351,150 SH   SOLE   351,150 0 0
TIVO CORP COM 88870P106 6 739 SH   SOLE   739 0 0
TOPBUILD CORP COM 89055F103 6,765 65,626 SH   SOLE   65,626 0 0
TOTAL S A SPONSORED ADS 89151E109 3,917 70,825 SH   SOLE   70,825 0 0
TRANSDIGM GROUP INC COM 893641100 487 870 SH   SOLE   870 0 0
TRANSUNION COM 89400J107 30,951 361,530 SH   SOLE   361,530 0 0
TREX CO INC COM 89531P105 11,740 130,617 SH   SOLE   130,617 0 0
TRIMBLE INC COM 896239100 90 2,160 SH   SOLE   2,160 0 0
TTEC HLDGS INC COM 89854H102 3,685 93,010 SH   SOLE   93,010 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 4,109 65,962 SH   SOLE   65,962 0 0
TWITTER INC COM 90184L102 258 8,040 SH   SOLE   8,040 0 0
TYLER TECHNOLOGIES INC COM 902252105 3,030 10,100 SH   SOLE   10,100 0 0
UNDER ARMOUR INC CL A 904311107 29 1,340 SH   SOLE   1,340 0 0
UNDER ARMOUR INC CL C 904311206 26 1,349 SH   SOLE   1,349 0 0
UNITEDHEALTH GROUP INC COM 91324P102 21,599 73,470 SH   SOLE   73,470 0 0
UNIVAR SOLUTIONS INC COM 91336L107 5,813 239,805 SH   SOLE   239,805 0 0
VALERO ENERGY CORP NEW COM 91913Y100 27,318 291,705 SH   SOLE   291,705 0 0
VANECK VECTORS ETF TRUST SEMICONDUCTOR ET 92189F676 22,681 160,395 SH   SOLE   160,395 0 0
VAREX IMAGING CORP COM 92214X106 8 260 SH   SOLE   260 0 0
VARIAN MED SYS INC COM 92220P105 92 650 SH   SOLE   650 0 0
VARONIS SYS INC COM 922280102 8,826 113,578 SH   SOLE   113,578 0 0
VERICEL CORP COM 92346J108 3,395 195,095 SH   SOLE   195,095 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,630 66,820 SH   SOLE   66,820 0 0
VIAVI SOLUTIONS INC COM 925550105 7,838 522,520 SH   SOLE   522,520 0 0
VICI PPTYS INC COM 925652109 3,464 135,575 SH   SOLE   135,575 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,988 80,613 SH   SOLE   80,613 0 0
VISA INC COM CL A 92826C839 44,358 236,075 SH   SOLE   236,075 0 0
VISTEON CORP COM NEW 92839U206 8,143 94,040 SH   SOLE   94,040 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 28 480 SH   SOLE   480 0 0
WENDYS CO COM 95058W100 8,817 396,984 SH   SOLE   396,984 0 0
WESTERN ALLIANCE BANCORP COM 957638109 11,898 208,730 SH   SOLE   208,730 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 2,732 138,742 SH   SOLE   138,742 0 0
WEX INC COM 96208T104 515 2,460 SH   SOLE   2,460 0 0
WINNEBAGO INDS INC COM 974637100 8,409 158,715 SH   SOLE   158,715 0 0
WOODWARD INC COM 980745103 8,287 69,964 SH   SOLE   69,964 0 0
WORLD FUEL SVCS CORP COM 981475106 10,415 239,856 SH   SOLE   239,856 0 0
WPX ENERGY INC COM 98212B103 4,453 324,095 SH   SOLE   324,095 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 4,314 68,684 SH   SOLE   68,684 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 17,848 69,870 SH   SOLE   69,870 0 0
ZYNGA INC CL A 98986T108 10,022 1,637,634 SH   SOLE   1,637,634 0 0